colorado episcopal foundation

What colorado episcopal foundation does

The Colorado Episcopal Foundation is a nonprofit financial services organization incorporated in 1983 and headquartered at 1300 Washington Street in Denver, Colorado. It serves Episcopal congregations, diocesan institutions, and individual parishioners within the Diocese of Colorado, providing investment management, endowment administration, congregational loans, stock gift processing, charitable gift annuities, and legacy/planned giving services. All services are explicitly offered at no charge to churches and their members.

The Foundation's offering is built around three program areas: Investment Services (financial services overview, church investments, endowments, stock gifts, and congregational loans), Legacy Giving Ministry (church-facing and individual-facing planned giving plus educational workshops), and a Client Portal (clientservices.coef.org) that provides online account access. Delivery is conducted through direct consultation, on-site and group educational workshops, and the web portal. No proprietary technology platform, AI capabilities, or integrated software stack is disclosed in source materials.

Operations are supported by a two-person paid staff—an Executive Director (Scott Asper, CPA, in role since 2017) and an Accounting Assistant (Pandora Smolinski, since 2022)—together with a volunteer Board of Trustees comprising clergy and lay members with expertise in finance, investments, real estate, law, business management, and stewardship. Revenue mechanics are not publicly disclosed; given the complimentary pricing model to churches and members, the Foundation most likely derives operating revenue from investment management fees on assets under management and returns on its own endowment. Geographic scope is explicitly regional, restricted to Colorado and the Episcopal Diocese.

Name

colorado episcopal foundation

Legal name

Colorado Episcopal Foundation

Website

https://coef.org

Company type

Private

Founded year

1983

Operating status

Operating

Short description

The Colorado Episcopal Foundation is a Denver-based nonprofit founded in 1983 that provides investment management, planned giving, endowments, congregational loans, and legacy giving services to Episcopal congregations, diocesan institutions, and parishioners within the Diocese of Colorado, all at no charge.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Investment Management Services: The Foundation manages investment portfolios for churches and diocesan institutions. While services are provided at no charge to churches, the Foundation likely generates revenue through management fees on invested assets or through investment returns on its own endowment.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

The Colorado Episcopal Foundation is a nonprofit foundation that provides investment management, planned giving, and financial services to Episcopal churches, parishes, and organizations throughout the Diocese of Colorado. All services are provided at no charge, supported by a small staff and a Board of Trustees.

Product overview

Colorado Episcopal Foundation is a nonprofit financial services organization that provides a comprehensive suite of investment management, planned giving, and legacy giving services for the Episcopal Church in Colorado. The offering consists of core financial products including Church Investment Services, Church Endowments, Congregational Loans, Stock Gifts, Charitable Gift Annuities, and Legacy Giving Ministry, complemented by educational workshops and a client portal. All services are provided at no charge to churches and their members.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services
• Planned Giving Programs
• Financial Consulting and Advisory

Named customers3 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Episcopal Church Foundation: The national, denomination-wide Episcopal foundation providing investment, planned giving, and leadership resources to parishes and dioceses across the U.S. Directly comparable in mission and service mix to the Colorado Episcopal Foundation, but operating at national scale.
• Thrivent Financial: Large faith-based financial services organization serving Christians nationwide with investments, insurance, and generosity programs. Overlaps with Colorado Episcopal Foundation's investment and planned giving offerings, but operates commercially at far greater scale.
• National Christian Foundation: Large Christian grantmaking organization operating donor-advised funds and charitable giving services nationally. Comparable in facilitating planned/legacy giving, though broader in scope than a single-denomination foundation.

Direct peers

• Presbyterian Foundation: Faith-based foundation offering investment management, planned giving, and endowment services to Presbyterian congregations and members. Comparable operating model to Colorado Episcopal Foundation, but serving the Presbyterian denomination.
• ELCA Foundation: The Evangelical Lutheran Church in America's foundation providing planned giving, endowment, and investment services to Lutheran congregations. Directly comparable in product mix and faith-based service model.
• Wespath Benefits and Investments: The United Methodist Church's benefits and investment organization, managing pensions and conference assets while offering planned giving services. Highly comparable institutional investment and stewardship model.
• Catholic Extension: Catholic nonprofit that supports underserved dioceses with fundraising, investment, and capacity-building programs. Comparable grantmaking and financial stewardship mission to Colorado Episcopal Foundation, but denominational difference.

Regional players

• United Jewish Foundation (sample: Jewish Federation of Colorado): Regional faith-based philanthropic organization in Colorado offering planned giving, endowments, and donor-advised funds to community institutions. Comparable regional footprint and faith-aligned financial services scope.
• Diocesan Investment Trust of the Episcopal Diocese of Newark: Episcopal diocesan investment vehicle offering pooled investment management for parishes in a single diocese. Directly comparable regional faith-aligned investment service model, but serving a different Episcopal diocese.

Others

• Lake Institute on Faith & Giving: Indiana University-based research and education institute focused on faith and generosity, providing training and resources to religious fundraising and planned giving professionals. Complementary ecosystem peer that supports faith-based planned giving practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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